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Beacon Pointe Advisors’s McDonald's MCD Stock Holding History

Beacon Pointe Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$61.1K – 1869
2025
Q4 		$61.1K Sell
200
-1,500
-88% -$459K ﹤0.01% 1481
2025
Q3 		$517K Buy
+1,700
New +$517K ﹤0.01% 1002

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Beacon Pointe Advisors's MCD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its McDonald's (MCD) stake by 37% in Q1 2026, buying an estimated $10.6M and bringing the position to 121,670 shares worth $37.8M. The position accounts for 0.2% of the portfolio, ranked #114.

Beacon Pointe Advisors first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $38.7M in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Beacon Pointe Advisors held 121,670 shares of McDonald's worth $37.8M as of Q1 2026.
  • Beacon Pointe Advisors bought 33,124 McDonald's shares in Q1 2026, an estimated $10.6M.
  • McDonald's made up 0.2% of Beacon Pointe Advisors's portfolio in Q1 2026, its #114 holding.
  • Beacon Pointe Advisors first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's McDonald's position peaked at $38.7M in Q4 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.